What's New at CFI | PowerPoint and Pitchbooks - Risk management - FinPod

Topics in this episode

Risk management FP&A capital markets Corporate finance Banking

Episode notes

In this episode of What’s New at CFI, we break down one of the most practical and career-defining skills in finance: building professional PowerPoint presentations and pitch books. Strong financial analysis is only part of the job. At some point, every analyst needs to communicate their work clearly to senior stakeholders, clients, or investors. That is where pitch books come in. They are the primary way ideas are presented in investment banking, corporate finance, and capital markets. We explore what a pitch book actually is, how it differs from a standard presentation, and why it plays such a central role in pitching transactions like M&A deals, capital raises, and strategic initiatives. You will also get a realistic look at how pitch books are built in practice, often as a collaborative effort across multiple teams, with analysts contributing to key sections. This episode also covers the most common mistakes early career professionals make. Poor structure, inconsistent formatting, and trying to fit too much information onto a slide can quickly reduce the impact of even strong analysis. Small details matter.

Related episodes across the Index

Other episodes covering the same guests and topics, from across The B2B Podcast Index.

More from FinPod

All episodes →

Explore the best B2B Finance podcasts →